Family Wealth Management

With wealth comes opportunity and responsibility. You already feel that. In your quieter moments, you also feel like it comes with as many questions as answers, and it’s a heavy load to carry alone. You want to do right with what you’ve earned and been given ... and invest in your purpose®.

Life Planning

Living your purpose requires thoughtful integration of all aspects life. Together we work to uncover your personal financial and non-financial goals and use them to shape a path towards a fruitful and meaningful future for you and your family.

Read about the planning process that reveals your Keel Point >

For all Keel Point families, our goal is to provide peace of mind by adding value to clients’ lives through conscientious stewardship.

1) Organize

  • Financial Position Statement
  • Asset / liability consolidation
  • Cash flow summary
2) Plan

  • Define goals and objectives
  • Review risk tolerance
  • Financial statement optimization
  • Establish professional team
3) Implement

  • Execute course of action for goals
  • Construct recommended portfolio
  • Maximize tax efficiencies
  • Risk management strategy
4) Monitor

  • Retest financial plan for success
  • Update financial statement
  • Portfolio rebalancing
  • Review life & goal changes

Wealth Planning

Financial services like accounting and tax advice, legal services, and estate planning are the building blocks for a solid financial foundation. But you can’t lay a foundation until you know what you’re building. At Keel Point, we create holistic wealth management plans, and put our expertise to work in service of your short and long-term goals.

Investment Management

Building a comprehensive investment plan that seizes today’s unique opportunities while serving long-term objectives takes vision, discipline and attention. The investment team at Keel Point consider the full spectrum of financial factors—from global economic forces to proprietary and private opportunities—to craft and manage an investment strategy guided by your personal goals.

Discover How Our Investment Philosophy Aligns with Your Keel Point >

Investment Philosophy

  • Driven by client mission, vision, values, and goals
  • Substantial depth of knowledge and leveraged thinking
  • Global perspective
  • Diversification through use of public, private, traditional and alternative investments
  • Tactical recognition of current investment environment
  • Team-based investment process
  • Investment portfolios reflect client character and realities

Personal Keel Point

Understand client mission, vision, values and goals

Confirm Client

  • Objectives
  • Desired experience
  • Expectations

Strategic Views

Global Perspective

Define Expectations

  • Return
  • Risk
  • Correlations

Alternative Investments

Tactical Views

Macro-economics

Market Scenario Evaluations

Potential Outcomes

  • Opportunities
  • Risks
  • Downside Avoidance

Enduring Portfolios

Reflect changes in life and outlook

Consider economic and market dynamics

Re-evaluate managers and strategies

Guidance on Giving

Keel Point is a community united around the idea that wealth can be a tool for doing good. Whether the impact you envision is local or global, we’ll help you develop a giving strategy that pairs your personal passion with the most relevant opportunities.

Family Management Services

As assets increase, so do the complexities surrounding them. For families in need of counsel, support and service beyond the foundations of wealth management and investing, our Keel Point Horizon team partners with you on a full range of comprehensive Family Management Services.

Find out more about our family office team – Keel Point Horizon >

We live our values in our families, our communities, and in our workplace where we lead and mentor. We help clients do the same in their worlds.

David Parks, founder, Keel Point

As an advisory firm owned jointly by the families we serve and the professionals who manage it, our clients cherish the quality of relationship inherent to a boutique structure.

Mike Perry, President, Keel Point
Planning Areas

Below, you’ll find a partial list of the wealth management services we provide at Keel Point. We understand every client’s needs and opportunities are unique, so we’ve assembled a diverse team of experts and partners to deliver the service that serves you most.

Investment Management

  • Open architecture
  • Risk tolerance evaluation
  • Asset dedication
  • Risk/return optimization
Retirement

  • Goal setting
  • Retirement funding strategies
  • Addressing Retirement Risks
  • Income/ distribution strategies
  • Stock options
Risk Management

  • Life insurance needs
  • Long term care planning
  • Minimize liability exposure
  • Disability insurance needs
  • Personal insurance review
Education Planning

  • College funding needs
  • Tax efficient funding vehicles
  • Wealth transfer strategies
Estate Planning

  • Estate organization / tax minimization
  • Charitable giving mission
  • Business succession planning
  • Legacy planning & protection
Additional Items

  • Tracking Statement of Net Worth
  • Cash flow management
  • Liability management
  • Corporate retirement plan design
Strategic Relationships

At certain levels of affluence, a single firm can not be all things to all families across all financial and legal arenas.

For those key disciplines in which we do not possess in-house expertise, we have a hand-selected network of strategic partners whose integrity, expertise and quality have been researched and thoroughly tested.

Our Strategic Relationships include:

 

  • Estate and Trust Attorneys
  • Real Estate Attorneys
  • Corporate Transaction Attorneys
  • Certified Public Accountants
  • Philanthropic Advisors
  • Real Estate Development Companies
  • Traditional Investment Managers
  • Non-traditional Investment Managers
  • Private Equity Firms
  • Advanced Insurance Design Firms
  • Health Advocates
  • Property & Casualty Insurance
  • International travel – security, medical and emergency evacuation services
  • New relationships are formed as needed to meet each family’s unique needs

Regardless of where you live or work, we provide access to some of the best minds in the business. You gain access to the kind of talent and expertise available in a large metropolitan area without ever having to leave home.